Our agents have new tools on the Agent Portal that help them keep track of their business with us.
The Digital Platforms team is working to modernize the agent web experience with a new site and mobile app that will be introduced early next year.
As that’s under way, the team has introduced a few new solutions to the platform that create transparency, build connection and make key experiences more efficient both for National Life and our agents.
The latest features added to the Agent Portal include the Case Tracker and Pending Requirements Responsibility Matrix. These features aim to address a primary need and a key reason that agents reach out to our contact center now.
The Case Tracker is a major improvement to the New Business experience providing a visual status of the new business case in progress. It is designed to be informative, intuitive and engaging.
It works in conjunction with the new Requirements Responsibility Matrix to give agents information they need to better understand status and actions required.
Because the Case Tracker depicts the end-to-end business process, it is also especially helpful to familiarize newer agents with the process fundamentals.
The Digital Platform team referenced leading experience companies like Amazon and FedEx for design influence. The Case Tracker has a new look and feel that will carry on to the new portal that is being redesigned now. The full modernization is expected to roll out some time in the first quarter.
The Case Tracker is currently available on the Agent Portal for both Life and Annuity cases. It is initially supported for cases under $250,000 and can be easily extended. It will be included alongside of several other improvements in the new agent mobile app that will be introduced early next year.
For those who may have missed it, Client Intelligence was introduced earlier this year innovating how agents can view client activity and interaction history. Agents have reported that they find the feature very helpful for sales, conservation and service uses.
Anna Henes and Tracee Williams of the New Business team were key contributors on the new features that were designed and delivered by the “Digerati” Agent Portal Modernization team headed by Ryan Matherly.